CFO + Strategy Leader | Human-Centered AI | AI-Enabled Growth Executive

A Leader Built for Change

Transforming Complex Businesses Into AI-Enabled Growth Engines.

Enterprise finance, transformation and operations executive building and scaling finance, product and data capabilities across telecom, banking and technology — at Verizon, RBC, CIT and UBS.

Led multi-billion-dollar P&Ls, built functions from scratch, and turned around underperforming businesses. 2025 FastMode Female Telecom Leader of the Year.

Chief Growth & Transformation LeaderGTM & Revenue StrategistCulture ArchitectBoard Member & InvestorNLP Certified Life & Executive CoachUnlocking Human Potential
Sangita Dutta

Sangita Dutta

CFO + Strategy Leader

18+
Years of Global Leadership
Verizon BusinessRBC Capital MarketsCIT GroupUBS Wealth ManagementICF New JerseyBodhi-VerseMaharishi International UniversityVerizon BusinessRBC Capital MarketsCIT GroupUBS Wealth ManagementICF New JerseyBodhi-VerseMaharishi International University

$32B

Portfolio Transformation

Established financial governance, investment and lifecycle discipline across Verizon Business's consolidated technology and product portfolio

$12B

Finance Built from Scratch

Stood up FP&A, consolidations, a $7B EBITDA close and $7B expense planning for a new Verizon organization

$1B

Incremental Revenue

Drove channel strategy and economics across a 2,000+ partner ecosystem, plus a $1B+ multi-year EBITDA program

~$200B

Regulatory Transformation

Built RBC's capital planning capability for its first Federal Reserve CCAR submission

75%

Faster Reporting

Reduced reporting cycle time 75% by building KPI frameworks, scorecards and dashboards from the ground up

10+

Innovation & Strategy Awards

Recognized at Verizon and CIT, with exceptional PULSE survey results (4.8/5.0)

Leadership Highlights

  • $32B portfolio transformation: established financial, performance, investment and lifecycle-management discipline across Verizon Business's consolidated technology and product portfolio.
  • $12B finance build: built FP&A, consolidations, the $7B EBITDA close and $7B expense planning infrastructure for a newly created Verizon organization.
  • $1B growth: built the channel strategy and economics behind a 2,000+ partner ecosystem and a $1B incremental revenue opportunity.
  • $200B regulatory scope: built RBC Capital Markets' capital planning capability for its first Federal Reserve CCAR submission.
  • $5B turnaround: defined the path to profitability for CIT's global financing business.
  • Certified Executive Coach: NLP-certified leadership and executive coaching, specializing in organizational design.

Signature Framework

The BODHI
Framework

Bodhi means awakening. A proven system for bringing clarity to complex businesses and transforming them into AI-enabled, high-value growth platforms.

01

Baseline the Truth

B · Signal: Decisive Clarity

Before transformation comes one honest performance view. See the business as it really is — not political, not theoretical.

  • Where value is created or leaking
  • Which products earn their capital
  • Where reporting hides the real story
  • Where AI can sharpen decision quality
02

Optimize Capital & Portfolio

O · Signal: Strategic Discipline

Fund, hold or retire. Elite operators concentrate capital on the highest-return bets and govern the portfolio cradle to grave.

  • Driver-based investment & ROI frameworks
  • Product lifecycle governance
  • Prioritization & trade-off calls
  • Business case discipline
03

Drive Profitable Growth

D · Signal: Value Creator

Not just growth — profitable growth, built on launch, channel and partner economics that actually work.

  • Pricing & compensation strategy
  • Channel & partner economics
  • Go-to-market finance
  • EBITDA improvement programs
04

Harness AI & Data

H · Signal: Systems Builder

Strategy without repeatability fades. Build the data layer, KPIs and AI adoption that make performance visible and fast.

  • KPI frameworks & executive scorecards
  • AI use-case prioritization & human review
  • Planning & close automation
  • Forecasting precision
05

Institutionalize Value

I · Signal: Enterprise Architect

Everything points here. Build functions that outlast the transformation — and the leaders who run them.

  • Operating cadence & business reviews
  • M&A diligence & integration readiness
  • Board & regulator-grade governance
  • Leadership development
Sangita Dutta

About

A Leader Built for Change.

Sangita Dutta, MBA, PMP, is a finance, strategy and enterprise transformation executive who has led multi-billion-dollar P&Ls and complex cross-functional organizations across telecom, banking and technology — from a $32B product portfolio at Verizon Business to RBC's first Federal Reserve CCAR submission.

Today, as Founder of Bodhi-Verse, she advises CEOs and boards as a fractional CFO and COO on where AI belongs in finance and what adoption it takes to earn a return. She teaches AI in Business at Maharishi International University, where she is pursuing a PhD researching AI adoption in organizations.

Leadership DNA

  • Builds Functions from Scratch Where None Existed
  • Turns Around Underperforming Businesses
  • Translates Performance Into Executive Decisions
  • AI-First Operator Focused on Measurable Return
  • Trusted Advisor to C-Suites, Boards and Regulators
  • People Leader with 4.8/5.0 PULSE Results

Expertise

Operating at the Intersection of Finance, Strategy & Execution.

01

AI-Enabled Finance

Prioritizing AI use cases, running platform selection and setting human review standards — connecting technology investment to measurable return.

02

Planning & Consolidation

Annual operating plans, rolling reforecasts, five-year plans, multi-entity consolidation and monthly close at multi-billion-dollar scale.

03

Performance & Commercial Finance

Full P&L ownership, product profitability, pricing and compensation strategy, channel economics and ROI frameworks.

04

Product Lifecycle & Portfolio

Governing products cradle to grave — from investment decision through sales cycle to decommissioning.

05

Transformation & M&A

Copper-to-fiber, cloud migration to AWS, Frontier acquisition diligence and joint-venture analysis across complex organizations.

06

Board & Regulatory Governance

Trusted advisor to C-suites and boards; presented capital models to Federal Reserve and OCC examiners.

Experience

A Career Defined by Transformation.

2025 — Present

Bodhi-Verse | The Dutta Collective, LLC

Founder & Principal, Fractional CFO & COO Advisory

Founded to bring Fortune 500 finance discipline and AI adoption to CEOs and boards, and to make every technology investment earn its keep.

Founded a fractional CFO / COO advisory firm serving CEOs and boards. Lead financial strategy, FP&A, forecasting, operating-model design, management reporting and AI adoption roadmaps — tying every technology investment to measurable ROI.

Fractional CFOAI AdoptionBoard AdvisoryOperating Model

2026 — Present

ICF New Jersey Charter Chapter

Treasurer & CFO

Elected CFO and Treasurer with board-level accountability for strengthening financial governance, operating discipline and organizational infrastructure.

Elected Treasurer & CFO for a 700+ member professional association. Own the annual budget, financial planning, board reporting and financial governance, applying Fortune 500 controls to a non-profit board.

Elected RoleBudget & PlanningFinancial Stewardship

2019 — 2025

Verizon Business Group

Director, Product, Technology Solutions & Transformation · Head, Product & Global Channel Strategy · Head of FP&A & Strategy

Recruited to build the finance function for a $12B organization created by reorganization, with no planning or reporting infrastructure. Promoted twice: first to build launch and channel economics where none existed across a 2,000+ partner ecosystem, then to give a newly consolidated $32B technology and product portfolio one performance view.

Unified financial reporting for a newly consolidated $32B product portfolio and built Verizon Business's first enterprise-wide product lifecycle management practice. Governed a $1B+ multi-year EBITDA improvement program and drove $1B incremental revenue through a 2,000+ partner channel strategy. Led business cases for 25+ product launches in one year (350% gross-add growth, 23% EBITDA margin). Reduced partner payout discrepancies 85%. Built FP&A from scratch for a $12B organization, including a $7B EBITDA close. Led finance for the AWS cloud migration, Frontier acquisition due diligence and AI adoption in finance.

$32B PortfolioP&L OwnershipChannel EconomicsTransformation

2015 — 2019

RBC Capital Markets

Director, Capital Analysis & Forecasting

Brought on to design and implement the regulatory program for the bank's first CCAR submission to the Federal Reserve, and to build the team behind it.

Designed and delivered the capital planning and stress-testing program for RBC's first Federal Reserve CCAR submission. Built scenario planning and predictive forecasting models covering ~$200B in assets. Presented capital models to Federal Reserve and OCC examiners. Hired and led the team from the ground up, reporting to the CFO.

CCARScenario PlanningPredictive Analytics

2011 — 2015

CIT Group

Segment Finance Head, Corporate FP&A · Head of Strategic Planning, Global Vendor Finance

Brought in to establish segment-level P&L accountability and a single global planning view across a $5B+ international business.

Owned full P&L as Segment CFO and led the financial turnaround of a $5B+ global business across the Americas, Europe and Asia. Led finance for a $2B aerospace joint venture and the Lenovo joint venture. Migrated global budgeting and forecasting to Oracle Hyperion Essbase. Created CIT's first finance leadership development program.

$5B TurnaroundSegment CFOJoint Ventures

2007 — 2011

UBS Wealth Management

Group Business Controller & Segment Finance Lead

Recruited to bring expense and margin discipline to the wealth management business during a global financial crisis.

Led expense management and margin improvement for the wealth management segment through the global financial crisis. Partnered with McKinsey on a cost transformation that delivered $150M in savings within 12 months. Launched two new offerings generating $120M in revenue.

$150M SavingsMargin DisciplineP&L

2025 Female Telecom Leader of the Year

FastMode

MBA, Rutgers · PhD (in progress)

Research: AI Adoption in Organizations

Adjunct Associate Professor

AI in Business, Maharishi Int'l University

ICF Certified Coach

Life · Mental Health · Executive Coaching

PMP · CSPO · Exec Coach

Harvard Leadership Edge 2.0

Passionate About

AI Ethics · Human Potential · Human-Centered AI · Female Leadership · Executive Coaching

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Your Next Chapter?

Whether you're navigating a transformation, accelerating growth execution, or preparing a business for its next stage — let's talk.